Michael Morrissey is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Capital Group Private Client Services in 2021, he worked at Capital Bank & Trust Company and AB Bernstein Private Wealth Management. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative investment vehicles. The firm emphasizes fundamental research and long-term portfolio management.

Christopher Nolan is a financial advisor at Lido with a Series 65 designation and two years of industry experience. He previously worked at Andersen, LLC, Deloitte & Touche, and Merkle, Inc., and spent five years at the University of Notre Dame. Outside of his advisory role, Nolan is involved with Beverly Capital LLC, a personal family office investment entity. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, providing investment management, financial planning, and family office services. The firm manages approximately $42.5 billion in assets and utilizes an integrated wealth-management approach with tactical option strategies and a broad range of investments.

Rehan Chaudhry is a financial advisor at Mariner with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at AdvicePeriod, LLC and Mariner Platform Solutions. Outside of his advisory role, he is the founder of Edifi, Inc., a financial education platform, heads business development for Flowt, and serves as Chairman of the Awards Ceremony for the Association for Corporate Growth in Los Angeles. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and coordinated tax services. The firm utilizes discretionary portfolios supported by in-house research and third-party managers, offering a wide range of strategies and integrated tax and accounting services uncommon for an enterprise of its size.

Daniel Romanow is a CFP® professional with 20 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2021. Prior to that, he was employed at Capital Bank and Trust Company for five years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager approach called the “Capital System,” combining fundamental research and long-term investment horizons to manage portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Viktoria Falus is a CFP® professional with 15 years of experience in financial advising. She has worked at Lido Advisors, LLC since 2023 and previously spent 18 years at Sargent Bickham Lagudis, LLC. Viktoria is based in Los Angeles, CA. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors, offering investment management, financial planning, and integrated wealth-management services. The firm employs a multi-asset approach with tactical option strategies and maintains active roles as sub-adviser to ETFs and investment funds, supported by a broad network of affiliated service entities.

Ikuyo Hiraguchi is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Amber Carter is a financial advisor with SPC in Glendale, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Parkland Securities, LLC since 2014 and had a prior role at Gold Coast Securities, Inc. in 2014. Outside of her advisory role, she owns Lana Financial and serves as Board Secretary for the Dana Manor HOA in Glendale. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice delivered through various account programs.

Felix Pollmann is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at The Leaders Group DBA Simplicity Investments, Gideon, Earthplace, and Deloitte, as well as educational positions before entering the financial industry. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with offerings that include both sub-advised accounts and a direct-to-consumer digital program.

Ioan Grigor is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Bankers Life entities since 2008 and is also involved in marketing and management through his ownership of Grigor&Co. Additionally, he operates Greystone Capital LLC, a real estate-related business. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary investment consulting and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals and risk tolerance.

Meagan D'angelo is a CFP® professional with 15 years of industry experience. She has worked at Lido Advisors, LLC since 2023 and previously spent 20 years at Sargent Bickham Lagudis, LLC. Based in Los Angeles, CA, she currently serves as an advisor at Lido. Lido serves a diverse range of clients, including high-net-worth individuals, family offices, charitable organizations, and corporations. The firm employs an integrated wealth-management approach that balances asset allocation across various investment types and offers a combination of traditional advisory services alongside a broad set of affiliated capabilities.

William Carey is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 66 credentials and has 19 years of industry experience. Prior to joining Capital Group Private Client Services in 2021, he worked at Capital Bank and Trust Company from 2016 to 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager approach based on rigorous fundamental research and a long-term investment horizon, using separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

I joined Real Life Planning to mentor a new generation of real estate investors. We help real estate investors take practical steps to build financial freedom, create multiple sources of income, and make working for someone else optional. At Real Life Planning, we speak both real estate and financial planning. Whether you're adding to your properties, contemplating a 1031 exchange, listing your place on Airbnb, getting started as a landlord, or looking to buy a home overseas, we'll help you create a realistic plan for your financial life goals. As you build your investment property portfolio, we will help you plan to optimize taxes and diversify risks, manage total cash flow, and prepare for new opportunities. Our clients are - Rental property investors looking for a comprehensive financial plan - Professionals considering a real estate side hustle to create an additional source of income - People with inherited rental property - Homeowners maximizing opportunities for income - Americans looking to buy property overseas - Expats buying homes in the U.S. We're a Fee-Only fiduciary firm, so we work for you, not for Wall Street. That's why our fees are inclusive and transparent. My husband, Brian, and I live in Orlando, FL with our two young boys. I grew up watching my parents balance a W2 job, with steady income, a commission role, and managing a portfolio of real estate that included single family homes, multi-unit properties and an apartment complex. From that, I absorbed a mindset that there was more than one way to provide for yourself. That you could manage yourself and your time and that the idea of having multiple streams of income is a feasible strategy. A year after graduating from college, I purchased my first home, lived in one room and rented out another one of the rooms. From there the journey to create multiple sources of income began. Now, as the parents of 2 young boys, my husband, Brian, and I are trying to demonstrate the same entrepreneurial spirit to our boys as we manage our rental property and our peer-to-peer car sharing business. We are enjoying the journey and our experiences flow over into my work with clients as their financial coach and business coach. I have worked 17 years in the financial services industry. Real Life Planning works with clients virtually from anywhere. Interested in the real (estate) life? Book a discovery call today.

Conrad Hindert is a CFP® professional with 22 years of industry experience, currently serving at Lido Advisors, LLC. His prior experience includes roles at Fidelity Investments, Fidelity Personal and Workplace Advisors, and FIDELITY Brokerage Services LLC. Lido advises a broad range of clients, including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies, and it maintains a notable role as sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Jon Beauchemin is a financial advisor at Mariner with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Commonwealth Financial Network and Msec, LLC. Beauchemin is also involved in fixed insurance sales at his branch location. Mariner serves a diverse client base that includes individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers to implement customized, discretionary portfolios.

Luke Crofts is a CFA® charterholder with nine years of industry experience. He joined Hightower Advisors in 2025 after a decade at Lindbrook Capital, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach centers on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers along with proprietary research.

Katherine Wohlt is a financial advisor at Lido with 15 years of industry experience. She holds a Series 65 designation and previously worked at Pegasus Partners Ltd. and Reinhart Partners, LLC. Based in Los Angeles, she has been with Lido since 2024. Lido advises a diverse client base including high-net-worth individuals, family offices, and institutions, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach incorporating tactical option strategies and offers extensive affiliated services across trust, tax, insurance, and brokerage.

Luka Waage is a Series 65-licensed advisor at Lido with one year of industry experience. Before joining Lido Advisors, LLC in 2025, he worked as a lifeguard with the Del Mar Lifeguard Department and attended the University of California, Santa Barbara. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm uses an integrated wealth-management approach combining asset allocation across various asset classes with tactical and defined-risk option strategies and is notable for its active sub-advisory roles and affiliated in-house capabilities.

Brian Blackwell is a CFP® and ChFC® professional with 18 years of industry experience. He currently serves as an advisor at Lido, having joined the firm in 2023. His prior work experience includes roles at Spotlight Asset Group, Delta Community Credit Union, LPL Financial, and Fidelity. Lido advises a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and corporations. The firm employs an integrated wealth-management approach utilizing a range of asset classes and option strategies, and it combines traditional advisory services with extensive affiliated capabilities such as in-house trust companies and tax subsidiaries.

Timothy Walsh is a financial advisor at Lido with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including MML Investors and Fountainhead Advisors. Outside of his advisory role, he acts as a broker agent for MassMutual Life Insurance, focusing on life, disability, and long-term care insurance. Lido serves a diverse client base, including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management and affiliated trust, tax, and insurance services. The firm employs a tactical and defined-risk investment approach and maintains significant roles in sub-advisory and options-based strategies.

Jason Betley is a financial advisor at Oppenheimer with 18 years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Morgan Stanley before joining Oppenheimer in 2017. Based in Los Angeles, he has been with his current firm for nine years. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services with both discretionary and non-discretionary account management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.